Salesforce Advisory Principal Consultant

QUALIFICATIONS

5+ years of Salesforce implementation/project experience, across 2 or more clouds or verticals
Has completed at least 12 projects in an engaged, key Lead Consultant role
Demonstrates cross-functional product knowledge, as well as a quick, adaptable learner who follows and constantly learns about emerging products and their business value for customers
Leads in-person or virtual workshops to extract, define, and assimilate the overarching business needs, technical value drivers, and relate these to strategic objectives
A combination of at least 4x Salesforce Certifications: Administrator, Sales, Service, Revenue Cloud, Strategic Design, App Builder, etc. (Additional badges, Salesforce credentials and accreditations a plus)
Has experience with multi-functional project lifecycle management and collaborating with vendors and tools
Mature understanding of end to end Salesforce implementation methodology
Ability to manage change effectively, such as changes in scope, scheduling or other conditions effectively
Formal consulting, program management, team/project management, or IT qualifications are desirable in this role

COMPETENCIES

An appreciation and interest in business strategy, how technology and process can support it, and an ability to clearly create, deliver, and communicate the value of bringing IT and business together to achieve strategic organizational goals
Communicate with executive stakeholders and collaborate confidently with client and internal project/workstream teams, or as an individual capacity where appropriate
Ability to understand, assess and deliver to customers how business processes can be improved using Salesforce products, such as Sales, Revenue Cloud/CPQ and Service
Ability to identify use cases, document and bring forth suggestions and ideas for solving multifaceted business problems occurring in Salesforce
Confidence partnering with cross-skilled experts on projects
Willingness to be agile/flexible in challenging situations/areas
Reviews digital materials for quality and sense of excellence in their execution and presentation of outputs
Possesses the capacity to advise and recommend Salesforce capabilities within multiple industries as well as best practices
Demonstrates maturity and confidence partnering with cross-skilled experts on a variety of projects
By leveraging expertise in Salesforce and consulting skills, the ability to provide use cases, examples and solutions to customers for complex business problems and scenarios

DUTIES AND RESPONSIBILITIES

Work with internal sales executives/stakeholders to participate in pre-sales activities, contribute and prepare for project launches, and schedule Advisory workshops
Assists leadership in the support and updates to Advisory methodology, including digital materials, RACIs, and drives and prepare the internal project delivery team for execution
Drives the Advisory methodology, activities and outputs (Advisory and Delivery as a joint team with dependent deliverables) within projects and ensures all customer deliverables are reviewed and ready to be transferred to the customer
Partner with internal and client project leaders to define discovery activities, validate discovery workshop agendas, such that they address strategic topics and customer requirements during design
Owns and designs the preparation and facilitation of digital presentation materials and content for Executive goal setting workshops, including deliverables
Understand and describe the methodology of creating and maintaining KPIs, as well as present a Value Tree to customers
Lead Advisory team and collaboration with team members to validate customer requirements' strategic alignment and relate technical/functional requirements to strategic objectives, business value drivers, and KPIs
Prepare and conduct Persona Blueprinting workshops (cross section of Business Unit roles, tools, interactions, dependencies, capabilities, pain points, gaps, risks etc.) and ensure Persona deliverables are reviewed and ready to be transferred to the customer
Identify use cases and parse out technical and functional requirements to define immediate vs. future state (roadmap) organization initiatives, based on priority, goals, capacity, value, ROI, and other stated client strategic objectives
Produce, drive and deliver concise, executive-level summary reports on your strategic observations, recommendations, and planning throughout the project on timelines and budget constraints
3rd party vendor management capabilities

TECHNICAL/FUNCTION SKILLS

Deep experience in the Salesforce schema and capabilities framework to align business goals and outcomes by identifying use cases, pain points, incongruent business processes and apply best practices
Experience applying declarative functionality for Marketing, Sales, Revenue Cloud, Order Management, Service and Reporting for coaching both customers and internal resources for typical and atypical transactions within a customer's lifecycle
Applying expertise in Salesforce and critical thinking skills, be able to lead a discussion regarding a customer's life cycle and describe a long-term program roadmap for long term success
Discuss and present the impact of Salesforce data and data integrations on downstream systems, future updates and scalability to ensure a customer's long term success with Salesforce products
Understands the difference between persona journeys and profiles
Proven experience in creating and delivering high quality, digital, client-facing workshop materials
Engage in planning, scheduling, preparation, facilitation of interactive workshop and content for Advisory activities
Excellent presentation and business writing skills to collaborate and present deliverables, such as assessments of products, organizational readiness and business process changes and recommendations
High proficiency in business productivity tools, such as:
MS PowerPoint, Google Slides
MS Word, Google Docs
MS Teams and other MS products
Business process mapping tools (e.g. Visio, Lucid)
Understanding/experience in DevOps and IT SDLC planning e.g. Agile, TOGAF
Demonstrates proficiency in program management, is able to collaborate with project managers regarding schedule changes, tracking deliverables, managing resources on a project team
Proficient in project management tools/technology
Experience in business process design and configuration
Outstanding analytical and conceptual skills
Experience with the management of decision processes at large organizations
Strong customer and results orientation
Confidence and persuasiveness
Experience planning and managing medium to large-sized projects

About Us
Infosys is a global leader in next-generation digital services and consulting. We enable clients in more than 50 countries to navigate their digital transformation. With over four decades of experience in managing the systems and workings of global enterprises, we expertly steer our clients through their digital journey. We do it by enabling the enterprise with an AI-powered core that helps prioritize the execution of change. We also empower the business with agile digital at scale to deliver unprecedented levels of performance and customer delight. Our always-on learning agenda drives their continuous improvement through building and transferring digital skills, expertise, and ideas from our innovation ecosystem.
Infosys provides equal employment opportunities to applicants and employees without regard to race; color; sex; gender identity; sexual orientation; religious practices and observances; national origin; pregnancy, childbirth, or related medical conditions; status as a protected veteran or spouse/family member of a protected veteran; or disability.

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